DISCIPLINED GROWTH INVESTORS INC /MN
SEC Form 13F institutional filer · CIK 0001050442
13F-HR · 16 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.82B
Top-10 concentration
88.4%
DISCIPLINED GROWTH INVESTORS INC /MN — $1.82B AUM allocation strategy
DISCIPLINED GROWTH INVESTORS INC /MN files SEC Form 13F and reports $1.82B of long US equity value across 16 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 42.4%, followed by Consumer Discretionary 17.0% and Energy 14.3%.
The top 10 holdings account for 88% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
DISCIPLINED GROWTH INVESTORS INC /MN — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.82B
total across 16 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
88% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$SMCI −4.65M sh · −$169M−$MCHP −540K sh · −$33.3M−$EXE −177K sh · −$20.9M
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Consumer Electronics17.0%—
- Oil & Gas Exploration & Production14.3%—
- Communications Equipment12.2%—
- Internet Services & Infrastructure10.5%—
- Health Care Supplies7.3%—
- Technology Hardware, Storage & Peripherals6.3%—
- Heavy Electrical Equipment6.2%—
- Industrial Machinery & Supplies & Components6.1%—
- Other holdings20.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GRMN | Garmin Ltd | 1.33M | $309M | -68.1K | 17.0% |
| $EXE | Expand Energy Corporation | 2.37M | $261M | -177K | 14.3% |
| $ANET | Arista Networks Inc | 1.81M | $222M | -138K | 12.2% |
| $AKAM | Akamai Technologies Inc | 1.66M | $191M | -116K | 10.5% |
| $ALGN | Align Technology Inc | 776K | $133M | -45.1K | 7.3% |
| $SMCI | Super Micro Computer Inc | 4.99M | $114M | -4.65M | 6.2% |
| $GNRC | Generac Holdlings Inc | 581K | $113M | -46.8K | 6.2% |
| $SNA | Snap-On Incorporated | 308K | $112M | -19.9K | 6.1% |
| $MCHP | Microchip Technology Incorporated | 1.25M | $80.5M | -540K | 4.4% |
| $ADSK | Autodesk Inc | 302K | $72.2M | -20.2K | 4.0% |
…and 6 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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